AI Stock Insights

• Data Center revenue doubled to $6.7bn (58% of total), driven by EPYC CPUs and AI GPUs
• AI GPU revenue held flat at ~$2.7bn, viewed as a trough...

• Key departures include Shazeer to OpenAI and Nobel winner Jumper to Anthropic, following Dean's exit
• Gemini 3 closed the gap with rivals last...

Alphabet's $25B bond offering attracted $115B peak demand, its third 2026 raise totaling over $125B, as proceeds target AI data centers and hardware....

Microsoft's Q4 results, including Azure revenue surging 43% and crossing $100 billion annually, validated Morningstar's long-term model and kept its...

Dan Ives sees the AI revolution in its "third inning," with Nvidia as the clear leader and demand for its GPUs outstripping supply 12-to-1. Nvidia's...

AI is lifting S&P 500 margins by an average 180 basis points at 25 quantified companies, with gains spreading to waste management, HVAC, and...

Microsoft's Azure hit $100B annual revenue with 41% growth, guiding to 45% next quarter, sparking a sector rebound.

• Revenue strength: AI-linked...

Atlassian’s cloud revenue jumped 31% to $1.214 billion while Rovo AI users grew spending more than twice as fast as non-adopters, underscoring its...

NVIDIA is extending its AI infrastructure grip by open-sourcing cuFile storage APIs and leading the Storage-Next coalition with 40+ vendors, routing...

Sell the Sep 2027 $155 put on NVDA to collect ~$988 premium per contract.

• Yield: 5.7% from premium plus ~5% money-market return equals 10.7%...

• Enterprise deals hit records at $1M-$5M levels, with $5M+ ARR cohort growing over 70% YoY
• Rovo AI reaches 80% of Fortune 500; adopters grow ARR...

The NODE ETF dropped 13.5% in July 2026 as AI-infrastructure equities sold off amid rising rates and valuation fears, even as bitcoin and ethereum...

Heavy spending on AI's physical backbone is accelerating across industries, creating long-term opportunities for infrastructure leaders.

• Siemens is...

Meta is developing a desktop Meta AI super app with autonomous task features rolling out in select markets, powered by the Muse Spark 1.1 model. This deepens Meta's AI product integration across platforms.

Alphabet posted strong Q2 results with $119.8 billion revenue and 82% Google Cloud growth, yet free cash flow turned negative as capex surged.

The...

Aswath Damodaran argues Microsoft, Amazon, Meta and Alphabet are collectively overinvesting in AI out of fear of being left behind, with combined...

Nvidia lands another major AI win as SpaceX commits exclusively to its Vera Rubin platform for terrestrial and orbital infrastructure.

• SpaceX posted...

Rapid AI infrastructure spending is creating durable opportunities for select leaders in cloud, accelerators, and chip manufacturing tools.

• Amazon...

• CoreWeave serves major AI clients including Microsoft, OpenAI and Meta amid surging demand.
• Options market prices in a 15.5% swing (~$13.20/share)...

Massive AI infrastructure spending is creating clear winners and losers among public companies.

• Meta vs Microsoft split: Meta fell 10% after $31B...